Strength & Stability

A steadfast partner through uncertainty

At Raymond James, our ability to weather a crisis begins long before one presents itself. Financial planning is the heart of Raymond James and its principles shape our culture – preparation is in our DNA. We make sure our programs and advisors can turn to us when the going gets rocky, because we know their clients and members will turn to them.

Support you can rely on through times none of us can predict.

At Raymond James, our investment program clients don’t stand alone through fear and volatility, they’re backed by a stable, proactive partner equipped with the resources to weather challenging times – and prosper in good ones.

Reliable Strength

58 years of steady growth

Market capitalization of $12.4 billion

More than 2x the required capital ratio

By The Numbers

Responsive Resources

Robust product platform and full-service support

Specialized teams to support high-net-worth clients

Experts, analysts, marketing professionals, developers and more who pivot to produce timely tools

Timely Support

Anytime Technology

Intuitive, integrated technology suite

Tools developed in collaboration with advisors

Mobility and 24/7 support to keep you connected

Tech Tour

In times of crisis, we’re the same firm we’ve always been.

We respond, we adapt, we evolve to give our partner institutions what they need to face changing environments, but the most important thing we do in times of crisis is stay true to who we are.

Our history shows how readiness pays off. Conservative management principles helped us prosper during the last downturn and our reserves are strong now. And our secure technology infrastructure is far more robust than necessary during normal times, which allowed our workforce of more than 5,000 home office associates and our team of more than 8,100 advisors to quickly shift to remote locations.

A History of Strength

Chairman and CEO Paul Reilly; Town Hall Meeting April 2020

Commentary & Insights

Business Ownership

Making a nonfamily successor the head of the family business

Setting expectations and redefining roles can ease a leadership transition.

Read about Making a nonfamily successor the head of the family business
Retirement & Longevity

Preparing for a long and happy retirement

As with all of life's transitions, adjusting to retirement takes time.

Read about Preparing for a long and happy retirement
Technology & Innovation

From zero to 1: How quantum computing is harnessing the power in-between binary

The power of quantum computing lies in its capacity - and its potential is not just a game-changer, but a world-changer.

Read about From zero to 1: How quantum computing is harnessing the power in-between binary

Curious to learn more?

Now that you have scratched the surface of the possibilities that await your bank or credit union here, get the whole story. Have a confidential conversation with our business development team.